Microsoft Dynamics NAV

Web Page Viewer Control Add–in – Part 02 – Email Dialog

In the previous post, we have seen how the Web Page Viewer control add-in was used in the Report Viewer for displaying the reports that are saved as HTML.

In this post, we will see how the Web Page Viewer control add-in is used in the Page 9700 Email Dialog in NAV 2017. As this post is related to the control add-in, I have not covered the email sending functionality in detail.

Email Dialog page was introduced in NAV 2015, which will allow us to write the email for sending it to customer with report attached as a PDF. More details about the functionality can be found in the below links.

In NAV 2017 the functionality is further extended to use the customized Word Layout report as Email Body for sending it to the Customer & Vendor. You can also send email with a custom message based on the option (Custom Message) in the Message Content field available in the Email Dialog page. In the Microsoft Dynamics NAV Windows client you can decide to modify the email more in your default mail program.

Let’s see an example of how Email Dialog looks like from Posted Sales Invoice. Detailed setups are not covered in this post.

Windows Client:

Update the Email address of the customer in the Customer Card.

Navigate to Posted Sales Invoice:

Select the customer and open the Posted Sales Invoice. On the Actions tab, in the General group click / choose the Email.

Email Dialog pages is opened with Send Email caption. The value in the To field is fetched from the Customer’s Email field. Email body is displayed as HTML from the Custom Report Layout based on the setup. Edit in Outlook boolean field is visible only in Windows Client.

Web Client:

Navigate to Posted Sales Invoice:

Select the customer and open the Posted Sales Invoice. On the Actions tab, in the General group click / choose the Email.

Email Dialog pages is opened with Send Email caption. The value in the To field is fetched from the Customer’s Email field. Email body is displayed as HTML from the Custom Report Layout based on the setup. Edit in Outlook boolean field is not visible in Web Client.

Note: We need to setup the SMTP Mail Setup to test the email sending functionality.

After clicking OK an email is sent to the customer. Below is the preview of email received by the customer.

Hope this post provides you information about the Email Dialog to a certain extent.